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Nonprofiteer
← MILWAUKEE JEWISH DAY SCHOOL INC

Form 990 for tax year 2023

Filed by MILWAUKEE JEWISH DAY SCHOOL INC.

Totals

Total revenue
$3,615,769
Total expenses
$4,408,968
Contributions and grants received
$1,852,744
Grants paid
$0
Program service revenue
$1,610,224
Investment income
$97,406
Other revenue
$55,395
Total assets, end of year
$7,947,412
Total liabilities, end of year
$388,590
Net assets or fund balances, end of year
$7,558,822
Program services expenses (Part IX)
$3,466,108
Management and general expenses
$678,676
Fundraising expenses
$264,184
Program service expenses (Part III)
$3,466,108

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $361,543

  • 1f · All other contributions, gifts and grants

    $1,491,201

  • 1g · Noncash contributions included above

    $25,997

  • 2a · Program service revenue: TUITION AND FEES

    total $1,610,224 · related or exempt $1,610,224

  • 3 · Investment income

    total $101,103 · excluded $101,103

  • 7b · Less cost or other basis and sales expenses

    other assets $3,697

  • 7c · Gain or loss

    other assets -$3,697

  • 7d · Net gain or loss

    total -$3,697 · excluded -$3,697

  • 8a · Fundraising events: gross income

    $196,337

  • 8a · Fundraising events: contributions included on line 1c

    $361,543

  • 8b · Fundraising events: direct expenses

    $150,264

  • 8c · Net income from fundraising events

    total $46,073 · excluded $46,073

  • 11d · All other revenue

    total $9,322 · excluded $9,322

  • 11e · Other revenue, total

    $9,322

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $342,802 · program services $252,231 · management and general $65,860 · fundraising $24,711

  • 6 · Compensation of disqualified persons

    total $2,485,512 · program services $1,876,485 · management and general $421,812 · fundraising $187,215

  • 8 · Pension plan contributions

    total $37,778 · program services $28,908 · management and general $6,178 · fundraising $2,692

  • 9 · Other employee benefits

    total $64,469 · program services $50,867 · management and general $9,050 · fundraising $4,552

  • 10 · Payroll taxes

    total $206,842 · program services $158,276 · management and general $33,825 · fundraising $14,741

  • 11b · Fees: legal

    total $2,370 · management and general $2,370

  • 11c · Fees: accounting

    total $22,383 · management and general $22,383

  • 11g · Fees: other

    total $10,367 · management and general $10,367

  • 12 · Advertising and promotion

    total $47,244 · program services $7,306 · management and general $18,267 · fundraising $21,671

  • 13 · Office expenses

    total $27,404 · program services $9,518 · management and general $15,977 · fundraising $1,909

  • 14 · Information technology

    total $35,537 · program services $26,652 · management and general $7,108 · fundraising $1,777

  • 16 · Occupancy

    total $622,493 · program services $585,370 · management and general $34,029 · fundraising $3,094

  • 19 · Conferences, conventions and meetings

    total $44,025 · program services $28,664 · management and general $14,011 · fundraising $1,350

  • 20 · Interest

    total $22 · management and general $22

  • 22 · Depreciation, depletion and amortization

    total $89,337 · program services $77,578 · management and general $11,614 · fundraising $145

  • 23 · Insurance

    total $29,227 · program services $27,473 · management and general $1,462 · fundraising $292

  • 24a · Other expenses: PROGRAMMING, MATERIALS

    total $161,062 · program services $161,062

  • 24b · Other expenses: FIELDTRIPS

    total $108,195 · program services $108,195

  • 24c · Other expenses: LUNCH PROGRAM

    total $50,072 · program services $50,072

  • 24d · Other expenses: OTHER

    total $21,827 · program services $17,451 · management and general $4,341 · fundraising $35

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $140,805 · end of year $117,341

  • 2 · Savings and temporary cash investments

    beginning of year $931,595 · end of year $913,971

  • 3 · Pledges and grants receivable

    beginning of year $1,287,625 · end of year $819,062

  • 4 · Accounts receivable

    beginning of year $69,283 · end of year $12,275

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,944 · end of year $20,788

  • 10a · Land, buildings and equipment: cost or other basis

    $958,201

  • 10b · Land, buildings and equipment: accumulated depreciation

    $618,991

  • 10c · Land, buildings and equipment, net

    beginning of year $390,498 · end of year $339,210

  • 11 · Investments: publicly traded securities

    beginning of year $2,825,374 · end of year $3,324,279

  • 12 · Investments: other securities

    beginning of year $2,349,249 · end of year $2,380,198

  • 15 · Other assets

    beginning of year $11,015 · end of year $20,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $206,126 · end of year $251,338

  • 19 · Deferred revenue

    beginning of year $136,009 · end of year $124,476

  • 25 · Other liabilities

    beginning of year $6,388 · end of year $12,776

  • 27 · Net assets without donor restrictions

    beginning of year $1,117,205 · end of year $1,110,153

  • 28 · Net assets with donor restrictions

    beginning of year $6,559,660 · end of year $6,448,669

Mission and programs · 2023

Mission

WHERE ACADEMIC EXCELLENCE AND JEWISH VALUES PREPARE CHILDREN FOR A LIFETIME OF SUCCESS, LEADERSHIP AND ENGAGEMENT WITH THE WORLD.

Activities or mission (Part I)

OPERATION OF A PRIVATE SCHOOL FOR GRADES KINDERGARTEN THROUGH EIGHT AND PRIMARILY SERVING JEWISH CHILDREN OF THE GREATER METROPOLITAN MILWAUKEE COMMUNITY.

  • FOR 43 YEARS, FAMILIES HAVE RELIED ON MILWAUKEE JEWISH DAY SCHOOL (MJDS) TO PROVIDE THEIR CHILDREN IN GRADES KINDERGARTEN TO EIGHT WITH OUTSTANDING GENERAL STUDIES AND JEWISH EDUCATION THAT PREPARES THEM TO SUCCEED IN HIGH SCHOOL AND BEYOND. OUR OUTSTANDING TEACHERS GUIDE STUDENTS ON AN INTERDISCIPLINARY, STUDENT-OWNED LEARNING JOURNEY WHERE A CULTURE OF INNOVATION AND JEWISH VALUES IN ACTION ARE PILLARS. OUR STUDENTS LEARN AS THEIR MINDS ARE NOURISHED AND THEIR SOULS ARE NURTURED. STUDENTS KNOW THE IMPORTANCE OF BEING A GOOD PERSON AS WELL AS A GOOD STUDENT WHILE TAKING CARE OF EACH OTHER AND THE WORLD AROUND THEM.

    Expenses $3,466,108 · Revenue $1,610,224

As filed on the 2023 return.

Listed in Part VII

  • Lina Dreyfus Wallace

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jason Gottlieb

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Allan Carneol

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sarah Schott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • B Klein-Tasman Termed 63024

    VICE PRES & SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Rachel Zarem

    VICE PRES & TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Aaron Aizenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • August Ball Resigned 101023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jason Dropik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Freedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sara Galicki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carlie Aizenberg

    FTO REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • Jessica Carpenter

    FTO REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • Lori Jacobson Termed 63024

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Caren Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Mazius Termed 63024

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sharyl Paley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Santiago Navarro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Rosenfeld Termed 63024

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • P Sprinkmann Termed 63024

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lauren Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brian Deneve

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ellie Gettinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Yael Stein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Aaron Lippman Termed 63024

    HEAD OF SCHOOL

    Total calculated
    $220,031
    From this org
    $167,400
    From related orgs
    $0
    Other
    $52,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,400
    Bonus
    $6,000
    Other
    $0
    Deferred
    $4,824
    Nontaxable benefits
    $47,807 + $1,024 related
    Filer's total
    $220,031 + $1,024 related

  • Christy Horn

    BUSINESS ADMINISTRATOR

    Total calculated
    $114,488
    From this org
    $107,627
    From related orgs
    $0
    Other
    $6,861
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1B
THE HEAD OF SCHOOL HAS A SMALL DISCRETIONARY FUND, BUT ALL EXPENDITURES FROM THIS FUND ARE MADE AFTER RECEIPT OF PROPER DOCUMENTATION.
PART I, LINE 7
THE HEAD OF SCHOOL EMPLOYMENT CONTRACT PROVIDES FOR UP TO AN ANNUAL 4% DISCRETIONARY BONUS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
22 March 2025
IRS schema version
2023v6.0
Source object
202540919349301129

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